Oakmark Capital Gains Estimates 2024. The performance data quoted represents past performance. These dates are subject to change.
The purpose of the oakmark equity and income fund (“the fund”) is to (1) protect capital during market downturns, (2) compound capital at an attractive rate over. The performance data quoted represents past performance.
The Firm's Estimates As Of Aug.
The securities mentioned above comprise the following preliminary percentages of the oakmark fund’s total net assets as of 09/30/2023:
Oakmark Equity And Income Fund Investor Class.
This graph represents the growth of a hypothetical investment of $10,000.
The Top 10% Of Products In Each Product Category Receive 5 Stars, The Next 22.5% Receive 4 Stars, The Next 35% Receive 3 Stars, The Next 22.5% Receive 2 Stars, And.
Images References :
The Top 10% Of Products In Each Product Category Receive 5 Stars, The Next 22.5% Receive 4 Stars, The Next 35% Receive 3 Stars, The Next 22.5% Receive 2 Stars, And.
Total return includes change in share prices and, in each case, includes reinvestment of dividends.
The Securities Mentioned Above Comprise The Following Preliminary Percentages Of The Oakmark Fund’s Total Net Assets As Of 09/30/2023:
The oakmark global fund (the “fund”) returned 26.88% for the fiscal year ended september 30, 2023, outperforming its benchmark, the msci world index (net),.
This Graph Represents The Growth Of A Hypothetical Investment Of $10,000.